See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $23,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,731 | $47,922-4.6% | $75,886-39.7% | $65,185-29.8% |
| Participation rate | 52.0% | 63.0%-11.0pp | 69.3%-17.3pp | 70.2%-18.2pp |
| Annual return | 18.92% | 24.12%-5.2pp | 30.76%-11.8pp | 29.38%-10.5pp |
| Employer contribution / active EE | $562 | $1,557-63.9% | $2,500-77.5% | $2,177-74.2% |
| Participant deferral / active EE | $2,000 | $2,550-21.6% | $3,603-44.5% | $3,514-43.1% |
| Admin fee / account holder | $228 | $532-57.1% | $5,418-95.8% | $847-73.1% |